Tradition Wealth Management’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-291	Closed	-$23K	–	955
2023 Q4	$23K	Buy	291 +10	+4%	+$724	﹤0.01%	801
2023 Q3	$20K	Buy	281 +2	+0.7%	+$155	﹤0.01%	846
2023 Q2	$21K	Buy	279 +2	+0.7%	+$144	﹤0.01%	868
2023 Q1	$21K	Sell	277 -25	-8%	-$2.12K	﹤0.01%	823
2022 Q4	$25K	Buy	302 +30	+11%	+$2.57K	﹤0.01%	699
2022 Q3	$20K	Buy	272 +5	+2%	+$359	﹤0.01%	764
2022 Q2	$18K	Buy	267 +2	+0.8%	+$141	﹤0.01%	666
2022 Q1	$19K	Buy	265 +3	+1%	+$217	﹤0.01%	730
2021 Q4	$19K	Buy	262 +2	+0.8%	+$140	﹤0.01%	748
2021 Q3	$17K	Buy	260 +2	+0.8%	+$128	﹤0.01%	768
2021 Q2	$16K	Buy	258 +2	+0.8%	+$128	﹤0.01%	815
2021 Q1	$15K	Buy	256 +1	+0.4%	+$56	﹤0.01%	694
2020 Q4	$13K	Buy	+255	New	+$11.7K	﹤0.01%	673